› Getting started › Start sending invoices

Start sending invoices

To start sending invoices via the web interface, you need to specify your payment method.

Then you are ready to create and send an invoice to a Invoice Portal member.

Also, you can invite customers, integrate with your business system for sending, edit your member account information, and make use of free and paid features to customize your outgoing invoices.

For better experience, configure the following settings:

  1. Adjust your account settings. See Member account.
  2. Adjust settings related to sending invoices. See Sending.
  3. (Optional) Connect your customers. See Customers.
    For example, if your customer is not a Invoice Portal member, create a card for it so that you can send invoices via Invoice Portal.

After you start sending invoices, you can:

  • View sent invoices
  • View the invoices to be sent (in the invoice queue, if enabled)
  • Edit invoices